2025-11-17T04:17:16-06:00 2025-05-31 994625061 CRI ADVISORS LLC 600 CLEVELAND STREET SUITE 1000 CLEARWATER FL 33755 990PF 2024-06-01 593010451 HANS AND CAY JACOBSEN CHARITABLE FOUNDAT HANS 4078106672 POBOX 2149 WINTER PARK FL 32790 TERESA BORCHECK PRESIDENT 4078106672 2025-10-22 1 1 CATHERINE HAUG P01395474 7274460504 2024 2025-03-06 01:10:19Z X 5908355 X X 144152 144152 486951 1282176 486951 631103 631103 12000 12000 0 39054 31243 7811 43531 21765 21766 1156 0 0 1743 0 0 97484 65008 29577 480000 480000 577484 65008 509577 53619 566095 225081 295710 295710 1276659 1176365 1180794 1281701 1158809 3785790 0 201182 201529 437603 442597 444532 3221044 3274663 5908355 0 0 X 3221044 3274663 3221044 3274663 3221044 3274663 3221044 53619 0 3274663 0 3274663 PUBLICLY TRADED SECURITIES P 1282176 795225 486951 486951 486951 7869 0 7869 0 7869 0 0 11000 0 11000 205 2926 2926 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 WWW.HJCF.ORG CAPITAL CITY TRUST COMPANY 8668209671 PO BOX 1549 TALLAHASSEE FL 32302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 TERESA W BORCHECK PO BOX 2149 WINTER PARK FL 32790 PRESIDENT 12.00 12000 0 0 W THOMAS BROOKS PO BOX 2149 WINTER PARK FL 32790 VICE PRESIDENT 9.00 0 0 0 BRIAN BROOKS PO BOX 2149 WINTER PARK FL 32790 TREASURER 9.00 0 0 0 SHANNON MCLIN CARLYLE PO BOX 2149 WINTER PARK FL 32790 SECREATARY 9.00 0 0 0 NONE 0 NONE 0 0 5887114 226112 0 6113226 0 0 6113226 91698 6021528 301076 301076 7869 7869 293207 0 293207 0 293207 509577 0 509577 293207 0 0 219985 89643 2544 3989 316161 509577 0 0 0 293207 216370 0 0 532531 0 0 0 0 0 0 219985 312546 89643 2544 3989 216370 TERESA W BORCHECK PO BOX 2149 WINTER PARK FL 32790 4078106672 INFO@HCJF.ORG CONTACT THE FOUNDATION DIRECTLY OR VISIT THE FOUNDATION'S WEBSITE AT WWW.HJCF.ORG FOR INFORMATION REGARDING FORM AND CONTENT OF APPLICATIONS. REQUESTS ARE TO BE RECEIVED BY APRIL 15 AND NOVEMBER 1 FOR CONSIDERATION AT THE SEMIANNUAL MEETINGS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS WHICH ASSIST CHILDREN AND YOUNG ADULTS IN THE AREAS OF HEALTH, EDUCATION, CULTURE, RECREATION, AND ANY OTHER PROGRAMS THAT WILL ADD TO THE BETTERMENT OF THEIR LIFE AND THEIR PARTICIPATION AS GOOD CITIZENS. GRANTS ARE GENERALLY RESTRICTED TO PROGRAMS CONDUCTED IN LAKE AND/OR SUMTER COUNTY FLORIDA. BOYS AND GIRLS CLUB OF CENTRAL FLORIDA 1275 PEACHTREE STREET NE ATLANTA GA 30309 N/A PC COMMUNITY 51000 CAMP BOGGY CREEK 30500 BRANTLEY BRANCH ROAD EUSTIS FL 32736 N/A PC COMMUNITY 14000 CENTRAL FLORIDA BIBLE CAMP 23813 CR 44A EUSTIS FL 32736 N/A PC RELIGIOUS 8000 CHRISTIAN CARE CENTER 115 NORTH 14TH STREET LEESBURG FL 34748 N/A PC COMMUNITY 50000 CHRISTIAN HOME & BIBLE SCHOOL 301 W 13TH AVENUE MOUNT DORA FL 32757 N/A PC EDUCATION 50000 COMMUNITY DEVELOMPENT CORPORATION OF LEESBURG INC 314 SOUTH CANAL STREET LEESBURG FL 34748 N/A PC COMMUNITY 10000 EARLY LEARNING COALITION OF LAKE COUNTY 1300 CITIZENS BOULEVARD SUITE 206 LEESBURG FL 34748 N/A PC EDUCATION 20000 EASTERSEALS FLORIDA 2010 CROSBY WAY WINTERPARK FL 32792 N/A PC FUND SCHOLARSHIPS FOR CHILDREN WITH DISABILITIES TO ATTEND SESSIONS AT CAMP CHALLENGE 15000 EDUCATIONAL FOUNDATION OF LAKE COUNTY 201 WEST BURLEIGH BOULEVARD TAVARES FL 32778 N/A PC EDUCATION 15000 HAVEN OF LAKE & SUMTER COUNTIES 2602 SOUTH STREET LEESBURG FL 34748 N/A PC COMMUNITY 50000 LAKE CARES INC 2001 WEST OLD HWY 441 MOUNT DORA FL 32757 N/A PC FOOD PROGRAMS 15000 LAKE COMMUNITY ACTION AGENCY INC 501 NORTH BAY ST EUSTIS FL 32726 N/A PC LAKE COUNTY CHILDREN'S PROGRAM 20000 LAKE SUMTER STATE COLLEGE FOUNDATION INC 9501 US HWY 441 LEESBURG FL 34788 N/A PC SCHOLARSHIPS 15000 LAKE SUMTER CHILDREN'S ADVOCACY CENTER 300 S CANAL ST LEESBURG FL 34748 N/A PC COMMUNITY 25000 RODEHEAVER FOUNDATION INC 3400 CRILL AVENUE PALATKA FL 32177 N/A PC RODEHAVER BOYS RANCH ASSISTANCE 10000 SOUTHERN SCHOLARSHIP FOUNDATION CENTRAL FLORIDA OFFICE 322 STADIUM DR TALLAHASSEE FL 32304 N/A PC EDUCATION 14500 SUMTER YOUTH CENTER INC PO BOX 2092 BUSHNELL FL 33513 N/A PC EDUCATIONAL AND RECREATIONAL ACTIVITIES TO MINOR CHILDREN OF SUMTER COUNTY 80000 QUEST INC 3910 US HIGHWAY 301 N SUITE 200 TAMPA FL 33619 N/A PC CHILDREN WITH DISABILITIES 7500 HOLY TRINITY EPISCOPAL SCHOOL 2201 SPRING LAKE ROAD FRUITLAND PARK FL 34731 N/A PC EDUCATION 10000 480000 0 14 144152 18 486951 0 631103 0 631103 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 39054 31243 7811 AMAZON COM INC 125640 126367 UNITEDHEALTH 75542 75162 ALPHABET INC CLA A 47627 218453 AMAZON COM INC 34498 202345 AMERICAN ELEC PWR INC 16359 45018 APPLE INC 14879 216918 ARISTA NETWORKS INC 21291 104661 BERKSHIRE HATHAWAY INC CLASS B NEW 19279 75594 BLACKROCK INC COM 31436 97989 BROADCOM INC COM 17940 243038 CHEVRON CORPORATION 35124 56731 COLGATE PALMOLIVE CO COM 31693 65058 DANAHER CORP DEL COM 21365 70453 EXXON MOBIL CORP 45441 64449 FISERV INC COM 5175 65116 GENERAL DYNAMICS CORP COM 17856 84939 JOHNSON & JOHNSON 28483 69224 JP MORGAN CHASE & CO 73709 128040 LABORATORY CORP AMER HLDGS 20015 70707 LOCKHEED MARTIN CORP 22037 25084 LYONDELLBASEL INDUSTRIES NV 33049 21184 MARATHON PETE CORP COM 35704 91943 META PLATFORM INC 39905 86116 MICROSOFT CORP 14997 269771 NEXTERA ENERGY INC 9715 51002 NVIDIA CORP 74654 116212 ORACLE CORP COMMON 14449 86407 PROCTOR & GAMBLE CO COM 25304 67956 PUBLIC SERVICE ENTERPRISE GROUP COM 22359 53480 ROPER TECHNOLOGIES INC 12893 102649 THE CIGNA GROUP COM 46674 46229 THERMO FISHER SCIENTIFIC INC COM 10288 85398 TJX COS INC 26922 30075 TRAVELERS COS INC 14708 82710 UNION PACIFIC CORP 18000 93097 VANGUARD SMALL-CAP INDEX FUND 90088 188527 VANGUARD TOTAL INTL STOCK INDEX 114337 137839 VISA INC 31126 160318 WALMART INC COM 19430 111060 1176365 1180794 0 0 DODGE & COX INCOME AT COST 442597 444532 OFFICE EXPENSES 520 0 0 OTHER 9 0 0 INFORMATION TECHNOLOGY 1214 0 0 FIDUCIARY FEES 43531 21765 21766